Tax Savings Opportunities

November 28, 2023

As you plan your year-end giving, consider a gift of appreciated securities (stocks, bonds, mutual funds) to 30 Mile. This is an effective way to fulfill your giving goals and help maximize your tax savings. You may be able to:

    • Deduct the fair market value of your gift;
    • Avoid capital gains tax on the appreciated stock.

To learn more, see our securities page.

Reflection by Pat Richardson 

This article was included in 30 Mile’s November 2023 newsletter. To view the full newsletter, click here.

Photo Credit: Josh Robbins (Banner)